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Home > Institutional Investor > Holcombe Financial, Inc. > Profile

Instuitional Investor - Holcombe Financial, Inc.

Fund Profile
Filing Period:
Fund Name: Holcombe Financial, Inc.
Portfolio Value $120,427,938
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 969,817 $23,605,337 19.6%
2.
Apple Inc.
 AAPL 90,800 $20,169,465 16.75%
3.
Invesco Exch Traded Fd Tr Ii
 115,694 $12,209,738 10.14%
4.
Ishares Tr - 0-5 YR TIPS ETF
 104,428 $10,805,168 8.97%
5.
Listed Fd Tr
 482,368 $10,644,369 8.84%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)